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Edit Fiscal Time Periods

You can edit the name, start date, finish date, and year of inactive fiscal time periods. You can edit these attributes as long as there are no overlaps across, or gaps between the time periods. Once activated, you can only edit the name and description of a time period.

Follow these steps:

  1. Open the entity and the fiscal time periods.

    The fiscal time periods list appears.

  2. Edit the following fields as needed:
    Period Name

    Defines the fiscal time period name. You cannot edit the name once saved.

    Fiscal Year

    Defines the fiscal year.

    Time Period Description

    Defines the placeholder description for the set of time periods being created.

    Start Date

    Defines the start date for the period or range of time periods. You cannot edit the start date once saved.

    Finish Date

    Defines the ending date for the time period or range of time periods. You cannot edit the finish date once saved.

  3. Save the changes.

More information:

Create Fiscal Time Periods

Fiscal Time Periods for Entities